The Stellarix Group, a premier financial services firm and a proud MassMutual agency, has a century-old legacy rooted in the Rocky Mountain region, reimagined for modern times. Focused on empowering individuals, families, and business owners, we deliver customized financial strategies, including protection, retirement planning, estate planning, and more. At our core, we emphasize values of Integrity, Diligence, Empathy, and Innovation, fostering trust and excellence in all client relationships. We are committed to shaping the future of financial services through proprietary training programs, a collaborative culture, and the adoption of forward-thinking practices. Located in Denver, Colorado, we aim to set industry standards and provide our advisors and clients with the resources needed to build lasting legacies.
Role Description
This is a full-time, on-site position based in Denver, CO for a Managing Director at The Stellarix Group. In this role, you will oversee and lead key strategic initiatives, drive business growth, and manage client relationships. Responsibilities include mentoring and developing high-performing teams of financial professionals, establishing and executing financial and operational goals, and collaborating with stakeholders to align business strategies. As a Managing Director, you will also play an integral role in maintaining the firm's strong culture of integrity and innovation while representing The Stellarix Group in the marketplace.
Overview
This is a 1099 Stellarix Group leadership role, operating with the W2 MassMutual Career Contract, offering base compensation plus performance-based earnings and access to a full benefits package.
Key Responsibilities
- Build & Lead a Team: Recruit and select top talent through the 7-Step Stellarix Recruiting Process; expand and manage a high-performing group of advisors.
- Train & Develop: Oversee onboarding, deliver training sessions, and build predictable calendars that drive advisor success.
- Drive Growth: Lead your market to year-over-year gains in Life, Disability, LTC, Financial Planning Fees, and GDC production.
- Coach & Motivate: Conduct one-on-ones, goal-setting meetings, and performance coaching to drive accountability and results.
- Elevate Culture: Create a competitive, engaged, in-office environment that attracts and retains top talent.
- Uphold Standards: Maintain full compliance and professional excellence while modeling the firm’s core values.
Qualifications
- Documented production record and experience developing high-performing advisors.
- Series 7 & 66 (IA-Rep with MMLIS), Masters and CFP Preferred.
- Strong communication, leadership, and coaching skills.
- Able to hold polished, strategic conversations in sophisticated, high-net-worth and executive settings.
- Demonstrated maturity, sound judgment, and professional presence in all settings.
- Must provide three professional references prior to offer.